See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,756 | $87,013-18.7% | $106,213-33.4% | $80,856-12.5% |
| Participation rate | 74.4% | 70.4%+3.9pp | 75.3%-0.9pp | 67.6%+6.7pp |
| Annual return | 10.05% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,635 | $2,395+10.0% | $3,171-16.9% | $2,755-4.4% |
| Participant deferral / active EE | $7,097 | $3,986+78.0% | $5,016+41.5% | $4,296+65.2% |
| Admin fee / account holder | $5,653 | $8,431-33.0% | $11,033-48.8% | $6,918-18.3% |